PrecisionLender

PrecisionLender

Lender Performance Group
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About

Our sales and negotiation software empowers commercial bankers with actionable insights and coaching, so they structure and price the best deals for the client and the bank. If bankers don’t use the software, nothing else matters. Our solution was built for relationship managers, to enable better client conversations. It gathers data without requiring time-consuming and redundant data entry. RMs know in the moment if each deal meets the terms of the bank and the client. RMs make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. They customize pricing assumptions and deal terms, compare options relative to the bank’s profitability targets and competitive offers. The result: profitable, winning deals that shape the relationship. Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data.

About

Stop wasting time on painful negotiations with data vendors and start experimenting with new signals in your decision flows through Taktile's off-the-shelf integrations. Taktile empowers you to build and adjust decision flows that combine complex rules and predictive models, without writing any code. Taktile enables you to assess the impact of a new decision flow before setting it live and serves as a central hub for teams to collaborate and sign off on decision flows. Taktile offers data and performance insights so that you can optimize your decisioning based on evidence rather than instinct. Easily design rich decision flows using pre-built no-code blocks such as rules and decision tables as well as free-form Python code. Infuse your decisions with model predictions by using Taktile's native machine learning platform or integrations with cloud ML tools. Leverage new signals in your decision flow and experiment with alternative data from one of Taktile's off-the-shelf integrations.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Bankers and companies interested in a CRM solution to improve their processes

Audience

Companies looking for a platform to build, run and evaluate automated decision flows quicker and more data-driven

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$7600 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • - no code / low code environment - backtesting - decision history - a lot of external data integrations (credit bureaus, Codat, Plaid)

Cons

  • - not very cheap, but by far the most complete product in the market I have seen

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lender Performance Group
Founded: 2009
United States
precisionlender.com

Company Information

Taktile
United States
www.taktile.com/platform/

Alternatives

Alternatives

Bectran

Bectran

BECTRAN
RDC Platform

RDC Platform

Rich Data Co
FISCAL

FISCAL

Vision Software Solutions

Categories

Categories

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integrations

Experian Data Quality
LexisNexis Active Insights
Packiyo
Plaid
TransUnion Collections Management

Integrations

Experian Data Quality
LexisNexis Active Insights
Packiyo
Plaid
TransUnion Collections Management
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